SpotGamma 观察:$GOOGL 大跌 11% 但 SPX 波动率下沉,指向科技内部轮动
RT SpotGamma: $GOOGL is off 11% with $QQQ -1.3% SPX does not care -30bps and maybe more interesting: SPX fixed strike vol is sinking, an indication th...
AI 导读
Joe McCann 转发 SpotGamma 的观点:$GOOGL 下跌 11%,$QQQ 跌 1.3%,SPX 仅跌 30bps 几乎不受影响。更有意思的是 SPX fixed strike vol 正在下沉,说明市场并非抛售股票,而是资金从科技股内部轮出。
来源:@joemccann · x.com